Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $1,177 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,954 | $91,167-59.5% | $178,498-79.3% | $79,858-53.7% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.8pp |
| Annual return | 14.65% | 24.19%-9.5pp | 151.09%-136.4pp | 31.72%-17.1pp |
| Employer contribution / active EE | $6,620 | $3,255+103.4% | $5,011+32.1% | $2,471+167.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8 | $6,747-99.9% | $13,985-99.9% | $5,306-99.8% |